Unaffiliated Councils

Leimberg Service

Through a very special arrangement with Steve Leimberg, estate planning councils affiliated with NAEPC have an opportunity to provide their members with the Leimberg LISI Service at a greatly reduced fee.

Members of enrolled councils will have unlimited access to Leimberg Information Services' huge database of cases, rulings, legislation, and much more at www.leimbergservices.com. Leimberg Information Services (LISI) provides financial service professionals fast, frank, and incisive analysis of proposed and recent legislation, regulations, cases, and rulings by industry experts. LISI is also home to a very powerful engine that will help your members create customized searches and find information more easily and quickly than ever before possible.

After enrollment, estate planning council members will receive weekly email reminders from NAEPC that the Leimberg Information Service website is available through membership in your estate planning council. (View a sample weekly email HERE.)

Cost to NAEPC affiliated councils

Enroll in January, February, March, or April, $24/member

Enroll in May, June, July, or August, $20/member

Enroll in September, October, November, or December, $30/member (service extends through the following calendar year)

The unauthorized use of member contact information obtained from this website and related material is expressly prohibited. Any requests must be made in writing and directed to the NAEPC office. Accredited Estate Planner and AEP are registered trademarks of the National Association of Estate Planners & Councils.